H&H Retirement Design & Management Inc Wisdomtree Tr U.S. Smallcap Di Transaction History

H&H Retirement Design & Management Inc

  • $158 Million
  • Q1 2024

A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 143,235 shares of DES stock, worth $4.41 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
143,235
Previous 159,981 10.47%
Holding current value
$4.41 Million
Previous $5.15 Million 9.06%
% of portfolio
2.97%
Previous 3.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$30.25 - $32.68 $506,566 - $547,259
-16,746 Reduced 10.47%
143,235 $4.68 Million
Q4 2023

Feb 09, 2024
BUY
$26.55 - $32.72 $96,270 - $118,642
3,626 Added 2.32%
159,981 $5.15 Million
Q3 2023

Oct 16, 2023
BUY
$27.79 - $30.65 $10,004 - $11,034
360 Added 0.23%
156,355 $4.41 Million
Q2 2023

Jul 14, 2023
SELL
$26.6 - $29.16 $11,517 - $12,626
-433 Reduced 0.28%
155,995 $4.49 Million
Q1 2023

Apr 14, 2023
BUY
$27.3 - $32.13 $4.27 Million - $5.03 Million
156,428 New
156,428 $4.47 Million

Others Institutions Holding DES

# of Institutions
345
Shares Held
29.8M
Call Options Held
50.7K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
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More about DES
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